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d4baba0284f80307b68206861a4b229a1908e79a
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148 Commits

Author SHA1 Message Date
Henrique Joaquim
d4baba0284 [Feature] - Custom deprecation (#6005) 
* custom deprecation

* custom deprecation

* using the new deprecation

* custom deprecation on the package builder

* remove comment

* ruff

* black

* static assets

* tests

* using parametrization instead

* test for deprecated endpoints (#6014)

* Deprecation warning on the reference docs (#6015)

* typo/fix

* bring back methods needed for markdown generation

* add deprecation warning to docs

* contributor docs for deprecating endpoints - tks @deeleeramone

* small changes on publishing procedure per @the-praxs

* moving the deprecation summary class to deprecation file instead

* explanation on class variables

* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Update openbb_platform/openbb/package/index.py

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* deprecating on 4.3 instead @the-praxs

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
 2024-02-01 10:00:47 +00:00
James Maslek
bbf5da0e58 Add OECD unemployment (+more) + data cache idea (#5917) 
* Add OECD unemployment + data cache idea

* Docstring edits

* Tests

* Add composite leading indicator

* i truested ruff --fix too much

* Add short + long term interest rates

* pylint

* pylint2

* was not committing.  my b

* add csv cache + make it default.  remove pyarrow from poetry

* Clean up

* Didnt run on this file.  My bad

* Why was this ignored /shrug

* pylint

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
 2024-01-31 00:34:09 +00:00
Igor Radovanovic
7a07970fc8 Remove Ultima provider (#6012) 2024-01-30 09:57:01 +00:00
Henrique Joaquim
4163f477d4 format w new black (#6009) 
* format w new black

* format w new black

* black again

* black the terminal

* ignoring unused arguments

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
 2024-01-29 13:37:21 +00:00
Pratyush Shukla
2d7c5c68fe Update openbb-devtools (#6008) 
* update deps

* unpinned package versions from gh linting action

* codespell

* updated black dependency

* linting

* linting

* linting

* pin codespell version

* black

* black again

* install devtools in linting action
 2024-01-29 12:21:06 +00:00
Igor Radovanovic
4755711be6 [Feature] - Field order added to the OBBject extra as preference (#5999) 
* Disable auto_build on test run

* Add field order to OBBject

* Improvements

* Remove noxfile

* Disable auto_build on test run

* Add field order to OBBject

* Revert

* lint

* Add docs

* Not sure how this happened

* lint
 2024-01-29 11:15:21 +00:00
Danglewood
e7798c211e hotfix/intrinio-options-date: Fix comparing values between str and datetime (#5997) 
* fix compare between str and datetime

* unused argument

* get_weekday

* lint

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
 2024-01-26 23:40:03 +00:00
Igor Radovanovic
c6eefd26b9 [Feature] - Support for custom examples in router commands (#5993) 
* Disable auto_build on test run

* Add support for custom router examples

* Revert odd file change

* Fix API pollution

* Refactor examples with @montezdesousa

* Check if model is inside the PI

* Fix

* feat: add & fix examples (#6001)

* feat: add & fix examples

* fix: ruff + comment

* feat: read parameter pool from file

* feat: typing + unit test

* Disable auto_build on test run

* Add field order to OBBject

* Revert

* lint and revert

* fix test

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
 2024-01-26 23:22:21 +00:00
Pratyush Shukla
94ea6d8105 Release openbb-finviz 1.0.0 to the public (#6000) 
* set version to `1.0.0`

* Set correct dep version in main package

* Add `finviz` to table
 2024-01-26 17:31:57 +00:00
Pratyush Shukla
13283fbfce CI listing quick fix (#6002) 
* BIGGGG LINTING

* fixing lints

* fixing lints

* black

* very ruff

* no export

* fix hedge_view again

* lints

* platform lints

* lints

* black

* black it @hjoaquim

* fix some more linting

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
 2024-01-26 17:08:42 +00:00
Danglewood
f7c9865de7 hotfix/insider-trading: Fix #5988 (#5990) 
* fix validation errors

* empty strings

* validator

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
 2024-01-25 20:55:46 +00:00
Danglewood
305b865637 hotfix/intrinio-index: Drop None Rows From intrinio Historical Index (#5987) 
* drop None rows from intrinio historical indexes

* add empty data error

* static assets
 2024-01-25 20:41:53 +00:00
teh_coderer
dff51f25d3 don't include custom_headers in openapi schema (#5994) 2024-01-25 16:00:32 +00:00
Danglewood
21f413d43e fix nasdaq test cassettes (#5989) 2024-01-25 15:09:11 +00:00
Henrique Joaquim
604f5496f8 Add support for multiple symbols on obb.equity.price.historical (#5984) 
* av - support for multiple symbols

* tiingo - support for multiple symbols

* include symbol only if necessary
 2024-01-23 08:59:42 +00:00
Danglewood
04df52d06a feature/finviz-provider: Adds Community Finviz Provider Extension (#5952) 
* add finviz provider

* recapture tests

* recapture tests again?

* invalid test param

* static packages

* units_measurement -> unit_measurement

* static packages as core only

* openbb_core version bump in pyproject.toml

* try adding user-agent to test response

* fix tests

* linting

* provider model cosmetic changes

* fix install script and typo in openbb toml

* static

* fix: re-record unittests

* empty data error

* definitions as a file

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
 2024-01-22 20:21:48 +00:00
Danglewood
e2f7e597fa feature/cboe-async: Refactor Cboe for Async (#5900) 
* refactor cboe for async

* codespell

* unused imports

* pylint

* more pylint

* platform metadata

* classmethod decorator

* test params

* intrinio quote

* test param names

* date in test needs to be a datetime.date not string

* make fmp unix timestamp tz-aware and normalize percent change

* different way of parsing datetime string

* recapture cboe equity historical test

* unused import

* index snapshot update

* black

* extension map

* pylint

* cboe pyproject.toml

* proposal to standardize equity_quote

* one more file

* removing changes on static assets

* index_historical

* index_historical again

* last_time -> last_timestamp

* obsolete router path

* fix tests

* test param

* restore market index deprecation that I forgot about

* fixing tests

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
 2024-01-22 15:17:42 +00:00
Henrique Joaquim
a9b4d2070f Release OpenBB Platform v4.1.3 (#5983) 
* fixing pyproject.toml

* adding pandas-ta to technical package for publishing

* bumping technical

* test for pyproject toml
 2024-01-22 15:02:32 +00:00
Pratyush Shukla
f052666a5e remove yfinance from extras in toml (#5982) 2024-01-22 11:47:55 +00:00
Danglewood
9697aeb284 feature/add-yfinance-functions: Add equity.profile for yFinance (#5978) 
* equity profile for yFinance

* pylint

* equity quote

* unused imports
 2024-01-20 23:26:59 +00:00
Danglewood
cf5a6417a0 regex out any invisible control character from sales_conditions field (#5977) 2024-01-20 16:46:11 +00:00
teh_coderer
237defad95 hotfix/ allow multiple identify calls (#5976) 
* allow multiple `identify` calls

* Update posthog_handler.py
 2024-01-19 21:31:03 +00:00
Henrique Joaquim
a7f5e73e34 Fixing Posthog handler for thread safety (#5968) 
* fixing posthog handler for thread safety

* removing loggging init from the global scope - per sensei juan

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
 2024-01-19 18:59:17 +00:00
montezdesousa
80f5cbfd6d Release 4.1.1. (#5964) 
* update dev_install

* fix effr test

* Update dev_install.py

* fix fundamental balance test

* fix equity price historical test

* fix price target model

* black

* rebuild static files

* update publish.md

* fixed dev_install

* update publishing doc

* updated `openbb-core` to 1.1.1

* updated extensions

* updated providers

* updated `openbb` package

* updated static extension map

* updated publishing doc

* fixed toml for `openbb-finra`

* @jmaslek yfinance IS DEFAULT

* updated static

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
 2024-01-19 11:53:58 +00:00
Pratyush Shukla
2f4abee46c [DEPRECATION] index.market renamed to index.price.historical (#5962) 
* deprecate index.market and add index.price.historical

* add index.historical standard model

* add index.historical provider models

* index extension tests

* provider tests

* linting
 2024-01-18 05:34:11 +00:00
Henrique Joaquim
31d03eb5f1 equity.estimates.price_target - Integrate with Benzinga (#5946) 
* deprecation message

* fix lints

* adding equity.estimates.ratings and fmp as its provider

* unit tests for fmp

* removing unused file

* typos

* add benzinga to AnalystRatings

* revert changes to estimates router

* moving it to price target instead

* reverting changes

* fmp support for multiple ticker

* benzinga price target

* ruffy

* unused argument

* fix type hints

* tests for the new fetcher

* new integration tests

* fixing tests

* missing std arg

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
 2024-01-17 18:39:40 +00:00
Danglewood
37c7b14605 hotfix/fix-company-filings: Fixes too many mandatory fields. (#5909) 
* Fixes too many mandatory fields.

* black

* black again

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
 2024-01-17 15:16:40 +00:00
Pratyush Shukla
7fd223d591 move government-us to community in dev_install (#5963) 2024-01-17 14:12:50 +00:00
montezdesousa
a2e3f04711 Log custom headers (#5966) 
* add custom headers

* fix: send on startup and defaults

* pylint

* unittests
 2024-01-17 12:22:29 +00:00
Danglewood
711c6203ab hotfix/float-values: Convert Intrinio balance sheet values to float type (#5961) 
* convert intrinio balance sheet values to float type

* unused import

* typo in alias dict
 2024-01-16 17:52:37 +00:00
Danglewood
c8d5556858 hotfix/intrinio-dividends-limit: Fix Limit Param Alias (#5951) 
* fix limit param

* pylint unused argument, recapture test cassette

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
 2024-01-15 10:21:24 +00:00
montezdesousa
79c81497ed equity.fundamental.dividends: allow filter by date (#5932) 
* allow filter by date

* ruff

* pylint

* fix tests

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
 2024-01-12 12:41:19 +00:00
Pratyush Shukla
e36ba9dc42 Custom deprecation message in API endpoints and Python commands (#5942) 
* add custom deprecation message feature in routers

* add custom deprecation message feature in package builder

* using an actual DeprecationWarning instead

* fix tests

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
 2024-01-11 10:20:04 +00:00
Igor Radovanovic
d7c6918730 Disable auto_build on test run (#5937) 
* Disable auto_build on test run

* Move to conftest
 2024-01-10 15:40:01 +00:00
Henrique Joaquim
c3abc418a8 Improving Platform's import time (#5894) 
* missing decorator

* missing optional statements

* us-gov to optional and right position

* removing redundant call

* lazy load mappings

* docstrings

* introducing the extension loader class

* misleading docstring

* using the extension loader on the router

* using the extension loader on the credentials

* docstrings

* lazy load of entry points

* checkout dev_install

* using the extension loader to get the entry points instead of recalling the function

* improved auth service and charting service

* using the extension loader on the registry

* typos

* adding properties to extension loader for easy access

* using the extension loader on the package builder

* avoiding circular imports by using forward references

* fix charting service tests

* test for the extension loader

* Update openbb_platform/core/openbb_core/app/model/credentials.py

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>

* Update openbb_platform/core/openbb_core/app/router.py

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>

* Update openbb_platform/core/openbb_core/provider/registry.py

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>

* adjustments

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
 2024-01-10 15:23:14 +00:00
montezdesousa
ee5388a81d Add date filter + symbols to comp (#5931) 
* add date filter + symbols to comp

* make sure year is in d

* tests fix
 2024-01-10 14:18:07 +00:00
Igor Radovanovic
a5396ac961 Fix vwap FMP error (#5936) 
* Fix vwap FMP error

* Linting

* Painlint
 2024-01-10 11:55:47 +00:00
Henrique Joaquim
cf9536d869 Add filtering to AV historical price (#5928) 
* add filtering to av historical price

* lints

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
 2024-01-09 15:05:58 +00:00
montezdesousa
16bd470a78 Allow multiple symbols equity.profile (#5929) 
* allow multiple symbols

* pylint

* pylint ignore position

* change callback to helper func

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
 2024-01-09 14:38:33 +00:00
Danglewood
0b8d6e6620 hotfix/fmp-rev-segments: Adds Fiscal Period to busines/geographic segments revenue. (#5921) 
* add fiscal_period to revenue by geography and business line

* data description and unused imports

* update test cassette
 2024-01-09 10:57:33 +00:00
Danglewood
873e9a50e3 feature/standardize-quote: Proposal to Standardize EquityQuote (#5922) 
* standardize EquityQuote

* intrinio reference

* rogue comma

* pylint

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
 2024-01-09 10:55:29 +00:00
Igor Radovanovic
af8dbe452b Add json_schema_extra to openapi.json (#5930) 
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
 2024-01-08 22:08:24 +00:00
Henrique Joaquim
bae33881d2 Introduces a limit argument for the equity.fundamental.trailing_dividend_yield endpoint (#5925) 
* introduces a limit argument for the equity.fundamental.trailing_dividend_yield endpoint

* add default args to test
 2024-01-08 19:36:43 +00:00
Igor Radovanovic
26f67c48e3 Re-record tests and fix symbol bug (#5924) 
* Re-record tests and fix symbol bug

* nordvpn us ftw

* @IgorWounds says "SPY >> IOO"

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
 2024-01-08 12:24:54 +00:00
Danglewood
1d77e03177 hotfix/yf-futures-historical: yfinance historical futures multi-ticker support and symbol parsing (#5923) 
* multi-ticker support for yfinance futures historical

* raise-missing-from

* integration test params

* equity_historical adjusted kwargs

* pylint unused argument
 2024-01-08 10:13:22 +00:00
Danglewood
a7514bc588 hotfix/backend - Initialize OpenBBFigure (#5912) 
* create backend

* openbb_figure

* black

* pylint

* pylint again

---------

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
 2024-01-06 02:03:04 +00:00
Henrique Joaquim
9a09999bb6 Release/4.1.0 (#5901) 2024-01-03 18:17:37 -05:00
Danglewood
fe63d40731 hotfix/fmp-price-performance-zeros: Replace returned zero with None and normalize percent values. (#5918) 
* replace zeros with none and normalize percents

* pylint unused argument
 2024-01-03 22:10:31 +00:00
Igor Radovanovic
c43100d209 Fix test (#5916) 
* Fix test

* Skip ultima integration tests

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
 2024-01-03 17:40:18 +00:00
Danglewood
5c4ac285b0 hotfix/financials-field-maps: Updates A Couple FMP/Polygon Income Statement Fields (#5907) 
* update income statement fields

* another polygon field

* ratio -> margin

* black

* explicit fmp fields

* add reported_currency for standardized intrinio

* # pylint: disable=unused-argument

* another unused-argument

* black..

* patch tests

* polygon income: eps -> basic earnings per share

* re-capture terminal portfolio menu test

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
 2024-01-03 16:21:10 +00:00